First Trust Energy Income and Growth Fund
FEN
FEN was delisted on the 3rd of May, 2024.
2 hedge funds and large institutions have $183K invested in First Trust Energy Income and Growth Fund in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 78 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
37.47% less ownership
Funds ownership: 37.47% → 0% (-37%)
98% less funds holding
Funds holding: 82 → 2 (-80)
100% less capital invested
Capital invested by funds: $119M → $183K (-$119M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$15.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$10.4M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$8.84M |
| 3 |
Morgan Stanley
New York
|
-$8.45M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$8.42M |
| 5 |
Goldman Sachs
New York
|
-$7.29M |
FEN Hedge Fund Activity: Q2 2024 in Review
2 of the 6,938 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy Income and Growth Fund (FEN) for Q2 2024, worth a combined $183K — down 100% from $119M a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of FEN and 0 opened new positions — a net loss of 78 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was IFP Advisors, adding an estimated $15.5K. The largest seller was MGO One Seven, exiting entirely with an estimated $10.4M sold.
- 2 institutional investors held First Trust Energy Income and Growth Fund (FEN) as of Q2 2024, down from 82 in Q1 2024.
- Funds reported $183K of First Trust Energy Income and Growth Fund stock for Q2 2024, down 100% quarter-over-quarter.
- 0 funds opened new First Trust Energy Income and Growth Fund positions in Q2 2024 and 78 closed out, a net change of -78 holders.
- The largest First Trust Energy Income and Growth Fund buyer in Q2 2024 was IFP Advisors, an estimated $15.5K added.
- The largest First Trust Energy Income and Growth Fund seller in Q2 2024 was MGO One Seven, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2024.